PXE vs SPY

APXE

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$21,198PXE · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.63%PXE · $163 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.1%PXE and SPY

PXE

SPY

Invesco Energy Exploration & Production ETF · $154MState Street SPDR S&P 500 ETF · $819B

+8.5%3 years · per year$12,769 · $18,039+21.7%

+16.2%5 years · per year$21,198 · $17,118+11.3%

0.67%Expense ratio$67 · $9 on $10k · lower wins0.09%

1.63%12-mo yield$163 · $103 on $10k1.03%

−16.7%Worst dropSmaller wins−8.9%

29.4%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPXE · SPY

5.3%COP0.3%

5.5%MPC0.2%

5.3%VLO0.2%

5.4%PSX0.2%

Held in common1.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	APXE	Invesco Energy Exploration & Production ETFRead Desk		0.67%	1.63%	−0.2%	+39.1%	+41.5%	+8.5%	+16.2%	−16.7%	$154M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APXE	Invesco Energy Exploration & Production ETFRead Desk		0.67%	1.63%	−0.2%	+39.1%	+41.5%	+8.5%	+16.2%	−16.7%	$154M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PXE vs SPY

PXE

Invesco Energy Exploration & Production

$21,198

SPY

SPDR S&P 500

$17,118

MeasurePXESPY

Fee0.67%0.09%

Cost on $10k a year$67$9

Yield1.63%1.03%

5 years, per year+16.2%+11.3%

3 years, per year+8.5%+21.7%

Worst drop · 1Y−16.7%−8.9%

Volatility · 1Y29.4%13.6%

4–2measures won
SPY first

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PXE, SPY

Today

1.1%most shared, PXE and SPY

PXESPY

PXE—1.1%

SPY1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, PXE

PXE$163 − $67 = $96

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee